BRWA

B. Riley Wealth Advisors Portfolio holdings

AUM $2.06B
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.83B
AUM Growth
+$958M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,446
New
Increased
Reduced
Closed

Top Buys

1
+$53.4M
2
+$24.9M
3
+$19.7M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$18.4M
5
AMZN icon
Amazon
AMZN
+$17.5M

Top Sells

1
+$10.2M
2
+$6.97M
3
+$5.77M
4
OGIG icon
ALPS O'Shares Global Internet Giants ETF
OGIG
+$5.41M
5
MDYG icon
SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$4.91M

Sector Composition

1 Technology 16.79%
2 Consumer Discretionary 7.42%
3 Healthcare 7.01%
4 Financials 5.86%
5 Communication Services 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$799K 0.03%
13,136
+4,807
552
$799K 0.03%
8,384
+2,843
553
$797K 0.03%
3,628
-294
554
$793K 0.03%
18,543
+8,090
555
$791K 0.03%
+20,907
556
$784K 0.03%
39,185
+935
557
$782K 0.03%
16,505
+7,616
558
$781K 0.03%
5,996
-465
559
$779K 0.03%
2,390
+626
560
$776K 0.03%
+15,126
561
$768K 0.03%
12,126
+5,661
562
$764K 0.03%
+33,163
563
$764K 0.03%
3,773
-834
564
$764K 0.03%
307
+47
565
$761K 0.03%
14,655
+2,946
566
$761K 0.03%
2,698
+762
567
$756K 0.03%
7,137
+902
568
$755K 0.03%
22,772
+12,201
569
$753K 0.03%
6,372
+2,479
570
$749K 0.03%
3,223
+1,878
571
$749K 0.03%
+57,835
572
$747K 0.03%
+7,467
573
$744K 0.03%
+29,314
574
$743K 0.03%
1,790
-596
575
$742K 0.03%
+13,362
21 22
23
24 25